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• Widely diversified is a central element of the definition of an Excepted Investment Fund and of a Qualified Trust. A fund (or a qualified trust) is widely diversified if it holds no more than 5% of the value of its portfolio in the securities of any one issuer (other than the United States Government) and no more than 20% in any particular economic or geographic sector.

  US Army Financial Disclosure Management - Cite This Source - This Definition
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  Cite Definition for Widely Diversified

  American Psychological Association (APA)

  Widely Diversified. (n.d.). Financial Disclosure Management Learning Center. Retrieved June 6, 2023, from website: http://www.expertglossary.com/definition/widely-diversified.

  Chicago Manual of Style (CMS)

  Widely Diversified. Financial Disclosure Management Learning Center. US Army Financial Disclosure Management. http://www.expertglossary.com/definition/widely-diversified (accessed: June 6, 2023).

  Modern Language Association (MLA)

  "Widely Diversified." Financial Disclosure Management Learning Center. US Army Financial Disclosure Management. 6 June. 2023 http://www.expertglossary.com/definition/widely-diversified.

• Browse Related Terms: American Association of Individual Investors (AAII), Excepted Investment Fund (EIF), Investment Club, Lipper, Inc, Morningstar, Inc., Separate account, Separate account fund, Subaccount, Underlying Assets, Value Line, Inc., Widely Diversified